Portability Election - Geunim

Maximize Wealth: Understanding Estate Tax Portability

> Post Overview: Unlocking the Deceased Spousal Unused Exclusion (DSUE). Learn the rules for filing IRS Form 706 to ensure your family maximizes their federal estate and gift tax exemptions before the significant changes expected in 2026. For married couples, securing your combined financial legacy requires careful consideration of federal estate tax laws. While the […]

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